About the Author

Alvina H. Lo

Chief Wealth Strategist

As part of the Wilmington Trust and M&T Emerald Advisory Services™ team, Alvina is responsible for wealth planning, strategic advice, and thought leadership development for Wilmington Trust’s Wealth Management division. She oversees a national team of wealth strategists, financial planners, and thought leadership experts, who together, serve as advisors to high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments.

Prior to joining Wilmington Trust, Alvina was the director and senior wealth planner for Citi Private Bank where she served as an advisor to both U.S. and international ultra-high-net-worth clients of the New York and cross-border markets. Previous to that, Alvina served as a wealth strategist with Credit Suisse Private Bank and managed the third party trustee platform. Earlier in her career, Alvina practiced law at Milbank Tweed Hadley & McCloy, LLP in the Trusts & Estates Group and served as a consultant for Deloitte Consulting and Scient Corporation.

Alvina holds a bachelor’s degree in Civil Engineering from the University of Virginia where she was a Thomas Jefferson Scholar. She received her J.D. from the University of Pennsylvania, where she was a member of the Law Review and Order of the Coif. She also holds a Professional Tax Certificate in Estate Planning from New York University School of Law. 

Alvina was most recently recognized as one of Worth’s Groundbreakers 2020: 50 Women Changing the World. She is a published author on estate planning matters and has lectured at the American Bar Association, New York City Bar, and Barron’s Top Women Advisors Summit. She is admitted to practice in the state of New York and New Jersey. She is also a member of the Society of Trust and Estate Practitioners (STEP) and is a member of Women In America, a professional development group. She is a regional committee co-chair of the Thomas Jefferson Scholarship Foundation for the University of Virginia. Alvina is bilingual and speaks fluent Chinese-Cantonese and basic Chinese-Mandarin.


By the Author

Videos: Cyber and Personal Security and the Costliest Mistakes in Risk Management

Alvina H. Lo |
Wealth Planning
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Wilmington Trust’s Brian Oard and Alvina Lo discussed a number of timely risk management topics at the 2018 Hawaii Tax Institute Conference. Watch their conversations with two risk and insurance experts and a former FBI agent and founder of an international risk mitigation firm.Cyber and Personal Security Patrick Conley, a former FBI special agent and founder and CEO of Franklin Global, Inc.

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Videos: Succession Planning for Business Owners

Alvina H. Lo |
My Business
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Wilmington Trust’s Alvina Lo and Brian Oard check in with tax and estate planning lawyers at the 2018 Hawaii Tax Institute Conference to discuss tax planning considerations for business owners.Closely Held BusinessesKeith Schiller, Founder and Owner of the Schiller Law Group, discusses the obstacles clients face when implementing a succession plan for a closely held business.

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